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Sales and Client Experience Lead
Owns the client relationship, from the first conversation to the long partnership that follows.

Shefali Kapoor leads sales and client experience at TraCarta, from a client's first conversation with the firm through assessment, engagement, delivery and the long partnership that follows.
Her approach is consultative. She matches a company's tax problem to the right shape of engagement, or says plainly when TraCarta is not the right fit.